{"id":"sales-lost-deal-interview-checklist","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Make a 6-question checklist for a lost-deal interview","free":false,"task":"You are calling a buyer who chose a competitor. Write a checklist of exactly 6 questions, each on its own line starting with \"- [ ]\". Every question is neutral (it does not suggest an answer), under 15 words, and none asks the buyer to reconsider or hints at a discount. Put the question about who else weighed in on the decision first.","materialLabel":"Deal summary (attached to your prompt automatically)","material":"Lost deal: Orchard Hill Schools district, scheduling software, $48,000/year.\nBuyer contact: Mr. Hale, assistant superintendent.\nDeal length: 11 weeks. We lost on Nov 2 to Pellway.\n\nWhat the rep thinks happened: price. We were $9,000 higher.\n\nWhat we actually know:\n- Mr. Hale said by email: \"We went another direction.\"\n- A principal on the call twice asked about parent-app features.\n- The demo was moved twice; the third demo had no IT person.\n- Procurement asked for a security document late in week 9.\n\nGoal of call: learn how they decided, not to win the deal back. Call length 15 minutes.","rules":[{"type":"maxBullets","max":6},{"type":"plainText"}],"mistakes":[{"title":"Leading questions","why":"The AI writes \"Was our price too high?\" which plants the answer.","fix":"Add: \"Every question must be neutral, not suggest an answer.\"","checks":["r2"]},{"title":"Too many questions","why":"The AI writes 10 to 12 questions with sections.","fix":"Say: \"Exactly 6 lines, each starting with - [ ].\"","checks":["r0","maxBullets"]},{"title":"Turning it into a win-back","why":"The AI adds \"Would you reconsider if...\"","fix":"Add: \"No questions asking them to reconsider or about discounts.\"","checks":["r2"]},{"title":"Bold and headings","why":"The AI adds a bold intro and headings.","fix":"Add: \"Plain text only, no intro.\"","checks":["plainText","r1"]}],"promptHints":[{"label":"Fixes the format","patterns":["- \\[ \\]","checklist","checkbox"]},{"label":"Sets the count","patterns":["6 questions","six","exactly 6"]},{"label":"Requires neutral questions","patterns":["neutral","not leading","don.t suggest"]},{"label":"Puts decision-makers first","patterns":["first","who else","weighed in"]},{"label":"Bans win-back asks","patterns":["reconsider","discount","win.back"]}],"hint":"Give the checkbox format, the count, the first question and what to avoid.","rubricLabels":["Has exactly 6 lines, each starting with \"- [ ]\"","The first question asks who else was involved in or weighed in on the decision","No question is leading (e.g. \"Was price the reason?\"), asks to reconsider, or mentions a discount"]}